A Series is a multi-step communication workflow that strings together emails, texts, and tasks in a defined sequence. Series can be launched manually to individual contacts or entire lists, or triggered automatically through an Automation. If you're building a drip campaign, nurturing sequence, or multi-step sales workflow, a Series Template is what you need.
Step 1: Prepare Your Email and Text Templates
Before building a Series, create any email or text templates you plan to use as steps. Having them ready first makes the Series setup faster.
Go to Communication in the left sidebar.
For email templates, go to Emails > Templates.
For text templates, go to Texts > Templates.
Create your templates and organize them in folders with clear names so they're easy to identify when building the Series.
Step 2: Create a Series Template
Click Automation in the left sidebar.
Click Series.
Click the green Create button.
Give the Series a name.
Click Add First Step to begin building.
Step 3: Add Steps to Your Series
Each step performs one action. Work through the step modal from top to bottom.
Under Step Action, click the dropdown and choose an action: Send Email, Send Text, Set Task Due, or Trigger a Zapier Zap.
Select the template or configure the content for that step.
Under Advanced Step Settings, configure optional behavior:
Cancel remaining steps if the contact replies to this specific email
Cancel remaining steps if the contact sends any inbound email
Update a custom contact field when the step completes
Click OK to save the step.
Click Add Another Step to continue building.
Key Notes About Advanced Step Settings
"Cancel if contact replies" stops the Series only when the contact replies directly to that step's email.
"Cancel if any inbound email" stops the Series any time the contact sends you an email, even one unrelated to the Series.
Step 4: Configure Step Timing
For every step after the first, configure when it fires relative to the previous one.
Set Days delay after prior step. Use 0 to fire immediately after the prior step completes.
Set Time to process - the time of day this step will run on its scheduled day.
Check Only process step on weekday if you want the step to skip weekends. If the scheduled day falls on Saturday or Sunday, the step holds until Monday, and all following steps shift accordingly.
For a deeper explanation of how timing works - including how tasks affect the sequence and how to send multiple steps immediately - see Understanding Step Timing in Series Templates.
Adding a Task Step
Task steps pause the Series until the assigned user completes the task.
Under Step Action, select Set Task Due and a Series Task modal will pop up.
Enter a subject line. This is what appears in the task list, so be specific.
Under When Should This Task Be Due? choose immediately or after delay. Tasks are created immediately after prior series step completes. Their delay is determined by when they are due.
Assign the task to a user. Tasks can be assigned to any user in the account.
Under Details, add instructions. Use Insert Merge Tag to pull in contact data and personalize the task for the assigned user.
Click OK.
Key Notes
Never add a task step to a Series you plan to launch to a large contact list. A task is created for every contact at that step. A 500-contact launch creates 500 tasks simultaneously.
The Series pauses for each contact at a task step and does not resume until that task is marked complete.
Configure Series-Level Cancellation Rules
In addition to per-step cancel options, you can set conditions that cancel the Series based on contact behavior.
Any inbound email - this will cancel the series if ANY inbound emails are received from this contact. i.e. Series will cancel even if their email is not in reply to an email from the Series.
Suite join - the Series cancels automatically when the contact joins a Suite. Useful when the Series is being used to invite someone into a community.
Scheduler booking - the Series cancels automatically when the contact books a meeting on a specified Scheduler. Useful for meeting reminder sequences.
To configure Scheduler-based cancellation:
In the Series setup, locate the cancellation settings.
Check Cancel if recipient booked a meeting.
Select the Scheduler to watch.
Preview the Series Before Launching
Inside the Series template, click Send Test to Yourself.
All email steps will arrive in your inbox.
Text steps will also be delivered to your inbox as email previews, not as actual texts.
Key Notes
Use this to verify formatting, merge tag output, and reply email step behavior without waiting through the actual delay schedule.
Reply email steps prepend "RE:" to the subject line and quote a prior message. Always test these before launching.
How to Launch a Series
You can launch a Series from multiple places in the account.
From the Series table:
Hover over the Series you want to launch.
Click Send.
Choose Send to a Contact or Send to a Contact List.
From a contact record:
Open the contact record.
Click the More button in the upper right.
Click Launch Series.
Select the Series template.
Click Preview Series to review and make any last-minute edits.
Click Start Series Now or schedule it for a future time.
From the global + button:
Click the + button in the upper right of the account.
Click the Series option.
Choose a contact or contact list, select the template, and proceed.
Key Notes
If you are an Enterprise user, when launching to a contact list, you will be prompted to choose between batch email and advanced mass email for the email steps in the Series.
Edits made during the launch preview apply to that launch only and do not update the saved template.
How to Stop a Series for a Contact
Open the contact's record.
Scroll to the Series card.
Find the active Series you want to stop.
Click the three dots to the right of that row.
Click Cancel Series for Contact.
Confirm.
Video Walkthrough
Use the timestamps below to jump to specific sections:
0:00 - Introduction and what Series templates do
1:50 - How to prepare email and text templates
3:07 - How to create a Series template
4:21 - How to add and configure steps
5:42 - Advanced step settings and reply cancellation logic
6:58 - Step timing, delays, and weekday processing
9:25 - How to add and configure task steps
11:59 - How to use Send Test to Yourself
13:31 - Task volume considerations for list launches
14:46 - Suite and Scheduler-based cancellation
16:18 - How to launch a Series
17:35 - How to stop a Series for a contact